various sectors. Qualify leads and arrange appointments for the field-based sales team. Build rapport with potential clients and understand their business needs. Accurately log all activity in the CRM system. Work towards individual and team sales targets. Collaborate with the wider team to improve messaging and lead targeting. Key Skills & Experience Proven experience in telesales, lead generation, or outbound More ❯
a financial planning company · A basic knowledge of investments, pensions and life assurance policies.· Financial administration qualifications would be advantageous.· Comfortable using different types of technology and systems, including CRM and project management systems, and a range of investment. Responsibilities · Processing authority letters, gathering financial data for new clients and annual reviews.· Preparing application forms and client documentation.· Processing financial More ❯
Wilmslow, Cheshire, North West, United Kingdom Hybrid / WFH Options
Pets at Home
Are you a data-driven CRM expert ready to make a real impact in a purpose-led business that puts pets and their people first? Join our passionate CRM team at Pets at Home as a Senior CRM Analyst . In this pivotal role, youll partner with marketing to deliver smart, insight-led campaigns that drive customer engagement and maximise … hybrid working (one day per week/fortnight in the office) from our Support Office in Handforth, Cheshire. What youll do: Lead the data, targeting and analytics behind our CRM strategy Optimise customer journeys across the lifecycle Deliver actionable insights through storytelling and visualisation Influence campaign strategy with robust analytics Champion analytical best practices and process improvements What youll bring … Strong SQL skills and experience with large-scale data warehouses Proven track record in CRM analytics and campaign measurement Ability to translate complex data into clear, commercial insights Experience with tools like Power BI and Salesforce Marketing Cloud (a plus!) A collaborative mindset and mentoring skills We take our inspiration from pets in embracing people from all walks of life More ❯
Wilmslow, Cheshire, United Kingdom Hybrid / WFH Options
365 Recruit
pipeline health and sales forecasting. Collaborate closely with management, technical and our bid team to support bid preparation and maximise win rates. Maintain accurate records of business development activities, CRM entries and tender progress. Provide regular reports to senior management on sales activity, opportunities and market intelligence. Support company growth by developing long term client relationships and maximising repeat business … with the ability to influence at senior levels and build trusted relationships. Highly organised with strong attention to detail and the ability to manage multiple opportunities simultaneously. Proficient in CRM systems, MS Office suite, and business reporting tools. Ability to work collaboratively with internal teams and external stakeholders. Knowledge of sustainable building practices and low energy building design is highly More ❯